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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,135 | $138,114-97.0% | $125,391-96.7% | $134,545-96.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $741 | $5,246-85.9% | $4,816-84.6% | $4,742-84.4% |
| Participant deferral / active EE | $2,590 | $7,801-66.8% | $7,448-65.2% | $6,401-59.5% |
| Admin fee / account holder | $2 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |